Minneapolis, Minnesota, United States
Specialties: Hard Working, Good listener even better leader, and likes to find ways to make the company perform more efficiently. Always wanting to learn and grow. Works well in teams and in a collaborative environment.
• Led the full sales process as the UP point person, collaborating with development teams and brokers to prepare Broker Opinion of Value (BOV) and Offering Memoranda (OM) for properties going to market. • Coordinated buyer due diligence and led internal sales calls with development and legal teams to ensure transactions remained on track. • Prepared sales return and waterfall calculations for both internal stakeholders and joint venture (JV) partners, reviewed and approved closing statements on closing day. • Drove the entire debt process: assembled loan request packages, built comparative matrices of key debt terms, helped evaluate and select lenders, coordinated due diligence for lenders/appraisers, and supported successful closings alongside development and legal teams. • Maintained JV partner communications regarding cash flow forecasting, interest reserve tracking, and distribution planning. • Developed a streamlined DSCR test and loan analysis tool that directly supported CFO-level debt decision-making. • Served as the primary point of contact for all lender and JV partner inquiries, ensuring timely and accurate communication. • Authored comprehensive investor reports detailing construction progress, draws, leasing and marketing updates, and tracked change orders. • Actively participated in the credit screening committee, initially producing reports and later transitioning to a key reviewer role. • Provided investor support during early engagement stages by addressing questions on OMs and managing secure document sharing via ShareFile. • In 2024 successfully helped the support of 10 Sales Transactions totaling $165 Million and 12 Debt Transactions totaling $350 Million in Loan Dollars.
- Financial Statement Preparation, Review, and Analysis: Responsible for the monthly preparation and review of balance sheet and profit and loss accounts and accountable for their accuracy. Reconciles control accounts to subsidiary documentation. Through review and analysis, accountable for creating general ledger adjusting journal entries at month end and publishes financial statements and budget variance reports for internal use. Preparation of monthly variance analysis of Financial Statements to Budget and Prior Year. -Financial Analysis/Forecasting/Budgeting: Preparation and reconciliation of year end work papers for tax returns and audits. Participation in the forecasting/budgeting process including preparation of cash flow and balance sheet budgets. Will also work with corporate departments to complete and maintain operational forecasts/budgets. Other projects include: job cost reports, escrow refunds and lender requests. -Business Support: Work closely with the leadership team to ensure compliance with accounting/finance-related SOPs and serve as a liaison from an accounting standpoint. Provide additional support for new users. Responsible for Business line accounting support, analysis and reporting
• Independently complete accounting transactions in preparation of client financial statement packages • Ensure expenses, receipts, owner's distributions, funding requests and other transactions for the accounting period are accurately posted • Answer all client and property management questions timely and accurately • Adhere to Client Accounting Policies and Procedures (REAPP) to ensure internal and external reporting requirements are consistently met • Serve on multiple CBRE committees: Recruiting Committee, Morale Committee, Volunteering for the Green Committee
Successfully promoted to Sr. Accountant role
Successfully hired following completion of college degree
Compiled statics for Professional Sporting events in a timely fashion. Directed new employees on how to use the tool and observed their work. Analyzed final box scores and found corrections when they were incorrect. Serviced clients through email when they asked questions about games or statistics.